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JPMorgan Chase

4,669 hedge funds and large institutions have $497B invested in JPMorgan Chase in 2025 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,872 increasing their positions, 2,140 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 132

6% more funds holding in top 10

Funds holding in top 10: 798844 (+46)

0% more capital invested

Capital invested by funds: $496B → $497B (+$434M)

0% less funds holding

Funds holding: 4,6704,669 (-1)

0.37% less ownership

Funds ownership: 72.68%72.31% (-0.37%)

13% less repeat investments, than reductions

Existing positions increased: 1,872 | Existing positions reduced: 2,140

15% less call options, than puts

Call options by funds: $7.15B | Put options by funds: $8.45B

Holders
4,669
Holders Change
-1
Holders Change %
-0.02%
% of All Funds
62.55%
Holding in Top 10
844
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+5.76%
% of All Funds
11.31%
New
205
Increased
1,872
Reduced
2,140
Closed
132
Calls
$7.15B
Puts
$8.45B
Net Calls
-$1.3B
Net Calls Change
+$1.05B
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1576
SeaBridge Investment Advisors
New Jersey
$6.88M +$325K +1,275 +5%
MSA
1577
Marino Stram & Associates
Massachusetts
$6.88M +$13.3K +52 +0.2%
PTP
1578
Platform Technology Partners
New York
$6.88M +$224K +880 +3%
HNW
1579
High Note Wealth
Minnesota
$6.87M -$7.9K -31 -0.1%
HIC
1580
Holderness Investments Company
North Carolina
$6.87M +$27.5K +108 +0.4%
SW
1581
SkyOak Wealth
Michigan
$6.87M +$1.27K +5 +0%
FAM
1582
Formidable Asset Management
Ohio
$6.86M -$290K -1,139 -4%
SAW
1583
Signal Advisors Wealth
Michigan
$6.83M +$825K +3,237 +13%
GFP
1584
Gryphon Financial Partners
Ohio
$6.83M -$325K -1,276 -4%
CCAM
1585
Codex Capital Asset Management
Texas
$6.83M
GWANC
1586
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.81M +$258K +1,013 +4%
HKIM
1587
Hayek Kallen Investment Management
Alabama
$6.79M +$63.5K +249 +0.9%
LWM
1588
LJI Wealth Management
Indiana
$6.79M +$15.6K +61 +0.2%
AW
1589
Atlas Wealth
Ohio
$6.79M -$240K -943 -3%
MG
1590
Marex Group
$6.78M -$15.4M -60,439 -69%
APIM
1591
Agate Pass Investment Management
Washington
$6.77M +$590K +2,315 +9%
LDB
1592
Lee, Danner & Bass
Tennessee
$6.77M +$752K +2,950 +12%
SWM
1593
Scissortail Wealth Management
Oklahoma
$6.76M -$171K -669 -2%
FFA
1594
Founders Financial Alliance
North Carolina
$6.75M +$334K +1,310 +5%
SFGP
1595
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.75M +$5.92M +23,239 +545%
VAS
1596
Vestmark Advisory Solutions
Massachusetts
$6.74M +$3.54M +13,871 +102%
Kayne Anderson Rudnick Investment Management
1597
Kayne Anderson Rudnick Investment Management
California
$6.67M +$268K +1,050 +4%
QCM
1598
Qsemble Capital Management
New York
$6.67M +$6.93M +27,180 New
DCM
1599
Delta Capital Management
New Jersey
$6.67M -$272K -1,065 -4%
IAMOG
1600
Investors Asset Management of Georgia
Georgia
$6.65M -$89.2K -350 -1%

JPM Hedge Fund Activity: Q1 2025 in Review

4,669 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2025, worth a combined $497B — up 0.09% from $496B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new JPM positions and 132 closed out — a net gain of 73 holders — while 1,872 added to existing stakes and 2,140 trimmed.

The largest buyer was Barclays, adding an estimated $1.03B. The largest seller was Wellington Management Group, cutting an estimated $1.39B.

  • 4,669 institutional investors held JPMorgan Chase (JPM) as of Q1 2025, down from 4,670 in Q4 2024.
  • Funds reported $497B of JPMorgan Chase stock for Q1 2025, up 0.09% quarter-over-quarter.
  • 205 funds opened new JPMorgan Chase positions in Q1 2025 and 132 closed out, a net change of +73 holders.
  • The largest JPMorgan Chase buyer in Q1 2025 was Barclays, an estimated $1.03B added.
  • The largest JPMorgan Chase seller in Q1 2025 was Wellington Management Group, an estimated $1.39B sold.

Based on aggregated 13F filings for Q1 2025.